In-depth earnings analyses for 10 of our holdings. Read More

Over the past two years, we’ve endured an energy sector crash and a resurgent U.S. dollar—both of which have profoundly influenced the Canadian economy, the country’s stock market, and the performance of our portfolio. Read More

Over the past several weeks, we’ve been absolutely consumed by earnings season. Thankfully, as far as the Dividend Champions are concerned, fourth-quarter results mostly made for pleasant reading. You can find detailed analyses of individual company results in our Canadian Edge Weekly e-letter, as well as abbreviated versions of these… Read More

For some income investors, the inflation trade is starting to take a bite. High-quality dividend stocks are losing favor with the market as interest rates rise. The graph below illustrates the performance of dividend-paying stocks in the U.S., Canada, and Europe since July 2016, when government bond yields began to… Read More

Artis REIT (TSX: ALA, OTC: ATGFF) announced solid third quarter due to its newly acquired Madison Lifestyle portfolio. The C$66 million acquisition also helped improve its total occupancy to 92.9% compared to 92.7% last year.Total revenues increased 6.2% year-over-year to C$148.9 million. The company recorded funds from operations (FFO) of… Read More

The “Trump Bump” also reverberated in the Canadian equity markets, resulting in a 1.7% gain for the Dividend Champions portfolio in November measured in both Canadian and U.S. dollars. So far this year, the Dividend Champions portfolio gained 23% in U.S. dollars.The Canadian market is also up by more than… Read More

AltaGas (TSX: ALA, OTC: ATGFF) announced a strong third quarter as normalized EBITDA increased 41% year-over-year to C$176 million. Normalized funds from operations for the quarter improved 34% to C$137 million, or C$0.84 per share, compared to C$102 million, or C$0.75 per share in the same period last year.The strong… Read More

The last quarter of 2016 started reasonably well for the Dividend Champions portfolio, with a 0.6% gain in Canadian dollars — although the weaker currency pulled the U.S. dollar return into negative territory for the month. So far this year, the Dividend Champions portfolio gained 20% in U.S. dollars.The Canadian… Read More

Artis REIT (TSX: AX-U, OTC: ARESF) announced it signed an agreement to sell eight industrial properties and one retail property in Alberta.The eight industrial assets total 1.2 million square feet of leasable space and have a price tag of C$171.1 million, representing a price per square foot of C$144.51. The… Read More

A new addition to the portfolio Read More